Medical Record Executive Assistant

Job Title: Executive Assistant

Key Responsibilities

Medical Records & Billing Document Collection

∙Request and collect medical records and medical bills from healthcare providers.

∙Follow up with hospitals, clinics, and medical offices to obtain outstanding

documentation.

∙Retrieve records related to Medi-Cal and Medicare billing as required.

∙Track record requests, receipt status, and outstanding items.

∙Confirm with medical providers that records and bills have been successfully received.

Claims & Compliance Follow-Up

∙Follow up on medical claims and billing statements related to personal injury cases.

∙Communicate with medical billing departments regarding balances, claim status, and

documentation.

∙Ensure all claim-related documents are complete prior to case milestones.

Case File & Documentation Management

∙Upload, organize, and maintain medical records and billing documents in the case

management system.

∙Label and categorize documents accurately for easy retrieval.

∙Verify completeness and accuracy of documents before appointments, hearings, or

settlements.

∙Flag missing or inconsistent documentation for case managers or attorneys.

Administrative & Communication Support

∙Make outbound phone calls to medical offices, billing departments, and third-party

record vendors.

∙Send follow-up emails and faxes as required.

∙Maintain detailed call logs and follow-up notes.

∙Support attorneys and case managers with time-sensitive document requests.

Required Skills & Qualifications

∙Experience in legal administration, medical records retrieval, or personal injury support.

∙Strong phone communication and follow-up skills.

∙High attention to detail and accuracy in document handling.

∙Ability to manage repetitive tasks with persistence and consistency.

US time zone

Salary- 4-4.2 LPA

Skills Required
Medical Records Retrieval, Billing Document Collection, Case File Documentation Management, Administrative Communication Support, Claims Compliance Follow-Up